Blueprint Investment Partners’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Blueprint Investment Partners’s Portfolio SPMD Stock Details SPMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.91M	Buy	72,654 +25,817	+55%	+$1.66M	0.41%	50
2026 Q1	$2.77M	Sell	46,837 -3,847	-8%	-$234K	0.28%	65
2025 Q4	$2.94M	Buy	50,684 +1,616	+3%	+$92.8K	0.31%	58
2025 Q3	$2.81M	Buy	+49,068	New	+$2.76M	0.39%	55
2025 Q2	–	Sell	-15,020	Closed	-$769K	–	102
2025 Q1	$769K	Sell	15,020 -18,544	-55%	-$1.01M	0.14%	75
2024 Q4	$1.84M	Sell	33,564 -18,185	-35%	-$1.02M	0.29%	52
2024 Q3	$2.83M	Sell	51,749 -2,319	-4%	-$123K	0.51%	37
2024 Q2	$2.77M	Buy	54,068 +12,107	+29%	+$625K	0.6%	31
2024 Q1	$2.24M	Buy	41,961 +853	+2%	+$42.4K	0.44%	35
2023 Q4	$2M	Buy	41,108 +9,385	+30%	+$418K	0.55%	36
2023 Q3	$1.39M	Buy	31,723 +3,844	+14%	+$177K	0.45%	37
2023 Q2	$1.28M	Buy	27,879 +4,650	+20%	+$203K	0.46%	38
2023 Q1	$1.02M	Buy	23,229 +12,795	+123%	+$573K	0.23%	68
2022 Q4	$443K	Buy	10,434 +2,494	+31%	+$106K	0.09%	132
2022 Q3	$306K	Buy	+7,940	New	+$337K	0.08%	96
2022 Q2	–	Sell	-6,608	Closed	-$312K	–	209
2022 Q1	$312K	Sell	6,608 -5,221	-44%	-$244K	0.08%	135
2021 Q4	$588K	Sell	11,829 -433	-4%	-$21.2K	0.14%	110
2021 Q3	$566K	Buy	12,262 +3,842	+46%	+$181K	0.28%	59
2021 Q2	$398K	Buy	+8,420	New	+$400K	0.32%	38
2020 Q4	–	Sell	-10,739	Closed	-$434K	–	59
2020 Q3	$434K	Sell	10,739 -2,164	-17%	-$71.1K	0.34%	34
2020 Q2	$403K	Buy	+12,903	New	+$377K	0.26%	28
2020 Q1	–	Sell	-19,176	Closed	-$695K	–	27
2019 Q4	$695K	Buy	+19,176	New	+$668K	0.55%	17

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Blueprint Investment Partners's SPMD Position: Q2 2026 in Review

Blueprint Investment Partners increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 55% in Q2 2026, buying an estimated $1.66M and bringing the position to 72,654 shares worth $4.91M. The position accounts for 0.41% of the portfolio, ranked #50.

Blueprint Investment Partners first reported a position in SPMD in Q4 2019 and has held it in 22 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Blueprint Investment Partners held 72,654 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $4.91M as of Q2 2026.
Blueprint Investment Partners bought 25,817 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $1.66M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.41% of Blueprint Investment Partners's portfolio in Q2 2026, its #50 holding.
Blueprint Investment Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2019 and has held it in 22 quarters since.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Blueprint Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.